See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,349 | $168,632-85.6% | $147,614-83.5% | $125,391-80.6% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -30.49% | 77.65%-108.1pp | 61.98%-92.5pp | 282.22%-312.7pp |
| Employer contribution / active EE | $2,565 | $6,252-59.0% | $5,564-53.9% | $4,866-47.3% |
| Participant deferral / active EE | $7,447 | $5,507+35.2% | $4,895+52.1% | $5,352+39.2% |
| Admin fee / account holder | $22 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |